Portfolio Performance (as of 30-Sept-18)
| Portfolio / Benchmark | 1M | 3M | 6M | 1YR | 2YR | 3YR | 5YR | 10YR | Inception | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -0.8% | 9.4% | 16.4% | 36.4% | 34.5% | 23.4% | 21.1% | 17.0% | 15.9% | 25.1% |
| S&P 500 (SPY) | -0.3% | 5.8% | 11.9% | 22.2% | 17.4% | 15.9% | 17.9% | 14.6% | 12.9% | 13.9% |
| TSX 60 (XIU) | -1.3% | -0.7% | 6.2% | 6.4% | 8.2% | 9.8% | 7.7% | 6.3% | 6.1% | 1.3% |
| 70/30 SPY/XIU Split | -0.6% | 3.8% | 10.2% | 17.3% | 14.6% | 14.1% | 14.9% | 12.2% | 11.0% | 10.1% |
| Complete Couch Potato | -0.9% | 0.2% | 3.0% | 7.6% | 6.2% | 7.4% | 7.6% | N/A | N/A | 3.0% |
Top Holdings (as of 30-Sept-18)
| Rank | Non-Index Rank | Holding | % of Portfolio |
|---|---|---|---|
| 1 | 1 | Intuitive Surgical (ISRG) | 16.6% |
| 2 | Claymore S&P/TSX Canadian Preferred Share ETF (CPD) & BMO Laddered Pref Share Index (ZPR) | 8.4% | |
| 3 | 2 | Apple Inc. (AAPL) | 5.1% |
| 4 | 3 | Amazon Inc. (AMZN) | 4.8% |
| 5 | 4 | MasterCard Inc. (MA) | 4.3% |
| 6 | 5 | Berkshire Hathaway Inc. (BRK.B) | 4.1% |
| 7 | 6 | Align Technology Inc. (ALGN) | 3.8% |
| 8 | 7 | Mercadolibre Inc. (MELI) | 3.3% |
| 9 | 8 | The Trade Desk Inc. (TTD) | 2.9% |
| 10 | 9 | Visa Inc. (V) | 2.9% |
| 11 | 10 | Markel Corporation (MKL) | 2.9% |
Portfolio Breakdown (as of 30-Sept-18)
Play Portfolio (as of 30-Sept-18)
| Symbol | Company | Shares | Options | Portfolio Weighting | Posts |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | ✓ | 5.1% | Posts | |
| AKAM | Akamai Technologies Inc. | ✓ | 0.3% | Posts | |
| ALGN | Align Technology Inc. | ✓ | ✓ | 3.8% | Posts |
| AMT | American Tower Corporation | ✓ | 2.8% | Posts | |
| AMZN | Amazon Inc. | ✓ | 4.8% | Posts | |
| ANET | Arista Networks Inc. | ✓ | ✓ | 1.7% | Posts |
| BABA | Alibaba Group Holding Limited | ✓ | 1.6% | Posts | |
| BAC | Bank of America Corporation | ✓ | 0.3% | Posts | |
| BRK.B | Berkshire Hathaway Inc. | ✓ | 4.1% | Posts | |
| COHR | Coherent Inc. | ✓ | 1.7% | Posts | |
| DPZ | Domino’s Pizza Inc. | ✓ | 0.0% | Posts | |
| IQ | iQIYI Inc. | ✓ | 1.3% | Posts | |
| ISRG | Intuitive Surgical Inc. | ✓ | 16.6% | Posts | |
| MA | Mastercard Inc. | ✓ | 4.3% | Posts | |
| MELI | MercadoLibre Inc. | ✓ | 3.3% | Posts | |
| MKL | Markel Corporation | ✓ | 2.9% | Posts | |
| MSFT | Microsoft Corporation | ✓ | 2.2% | Posts | |
| PRLB | Proto Labs Inc. | ✓ | 1.9% | Posts | |
| SQ | Square Inc. | ✓ | 2.9% | Posts | |
| TCEHY | Tencent Holdings Limited | ✓ | 2.4% | Posts | |
| TDOC | Teladoc Health Inc. | ✓ | 1.6% | Posts | |
| TSLA | Tesla Inc. | ✓ | 1.1% | Posts | |
| TTD | The Trade Desk Inc. | ✓ | 2.9% | Posts | |
| V | Visa Inc. | ✓ | 3.0% | Posts |
Fearless Cal's Investment Journal 